Experienced business data analyst with experience in PEO and human resources, Healthcare, Retail, Pet Services & “Big Four” accounting firms. Excels in forecasting, trend analysis, KPI building, and helping businesses grow through data analysis, reporting, and optimization of operational procedures. Also a long-time writer and visual artist, providing a creative perspective when it comes to business decisions and data presentation.
Overview
21
21
years of professional experience
Work History
Client Relations Manager
Vensure Employer Solutions
11.2020 - Current
Creating and maintaining consistent client-facing reporting
Payroll, benefits, healthcare, demographic reporting and query building
Assisted with developing analytics that assisted with growth and maintaining existing client base
Enhanced client satisfaction by consistently addressing and resolving concerns timely.
Generated ad-hoc reports to evaluate specific business requirements.
Updated and developed scripts and 100s of queries to extract and analyze data from multiple sources (PrismHR, Report Center, Clientspace, Informer).
Provided client-facing analysis and training
Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
Created dashboards to monitor and track key performance indicators.
Collaborated with cross-functional teams to develop customized solutions for unique client challenges.
Increased customer retention rates by providing exceptional service and support for all client needs.
Business Analyst
PETCO Animal Supplies, Inc.
08.2012 - 04.2020
Responsible for daily ad-hoc reporting and analysis on clinic business with a focus on customer behavior.
Managed all email and marketing lists for marketing campaigns increasing customer interactions by 180%.
Increased project visibility by creating comprehensive dashboard for real-time status updates, improving stakeholder communication.
Increased revenue opportunities by analyzing sales data and identifying underperforming areas for targeted improvement.
Daily duties include preparing ad-hoc reports using database (Avimark) extraction and advanced Excel formulas to inform the business and vendors on day to day customer activity
Assisted Controller with month-end financial reporting adhering to GAAP standards.
Assisted marketing in creating segmented lists and managing email marketing cloud software (Exact Target).
Worked with accounting, customer service, purchasing, etc., to create reporting and process management tools to streamline processes.
Developed financial models to project future growth scenarios, assisting in long-term strategic planning.
Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Enabled data-driven decision making with advanced analytics tools, generating valuable insights for the organization.
Enhanced company-wide decision-making by developing comprehensive reports on key performance indicators.
Sr. HRIS Business Analyst
Lifestyle Family Fitness
04.2008 - 08.2012
Responsible for implementing software for the entire lifecycle of the employee as well as creating systems & processes for data gathering to create a full reporting package for senior management
Implemented Applicant Tracking software, from proposal bids to full implementation & continued maintenance and administration
This includes applicant tracking software (OpenHire), hiring process software (RedCarpet), Appraisal process software (Wingspan) & Learning Management Software (Greenlight)
Using Business Process Modeling, created streamlined systems for data communication and processes between current HRIS software (Ultipro) and implemented applicant tracking software
Designed training programs and materials related to implementation
Gathered report requirements from C-level executives to create monthly, daily & weekly system reporting
Worked with team leaders & club managers to identify & report on staffing & turnover trends
Administration of security related to all HRIS systems & Sharepoint
Managing Learning Management Software
Designing training programs & materials using Adobe Captivate & Powerpoint.
Creating Staffing Analysis for over 50 locations & 2600 employees
Forming and Cultivating Relationships with 200+ Field Managers
Turnover & Retention Analysis for Board Members
Supported human resources department in areas such as people metrics, reporting, finance and analytics.
Reduced manual workload for HR staff members through development of automated HRIS workflows.
Financial Analyst, Billing Analyst
Gevity/Trinet
09.2004 - 04.2008
Provided enhanced reporting for clients based on business modeling & forecasting.
Created KPI reporting packages for call center operations focused on staffing, operational costs & compensation
Financial Modeling for call center operations to streamline time management for over 300 agents.
Administration & Creation of Salesforce.com Dashboards & Reports and Avaya CMS Data Dictionary & Reports.
Analyzed and explained client billing reports and invoices to reconcile balances due.
Coordinated communication between clients, Field Operations and Client Service employees on billing and service-related issues.
Calculated and submitted proper credits to ensure accurate billing and balance information is provided to the client and respective branch.
Supported Client Services by applying extensive knowledge of Gevity billing systems including departmental and job costing.
Calculated proper adjustments for FUTA, SUTA, Admin, Admin for bonus wages, and prior year adjustments, eliminating 1000s of dollars of potential errors.
Monitored any outstanding balances to identify collection issues.
Responsible for Analysis of Current & Future Budgets related to specific business units based on constantly changing data requirements.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Assisted in preparation of presentations, data tables and other documents for investor meetings.
Trained new team members on internal billing procedures, fostering a collaborative work environment for continuous improvement.
Education
High School Diploma -
Southeast High School
Bradenton, FL
Associate of Arts - Psychology
State College of Florida
Bradenton, FL
Skills
Project management
Customer retention
Microsoft Office Suite
CRM software (PrismHR, Ultipro, Oracle)
Salesforce
Report generation
Report creation
Key performance indicators (kpi)s
Expert in Excel
Problem-solving
Excellent communication
Analytical thinking
Timeline
Client Relations Manager
Vensure Employer Solutions
11.2020 - Current
Business Analyst
PETCO Animal Supplies, Inc.
08.2012 - 04.2020
Sr. HRIS Business Analyst
Lifestyle Family Fitness
04.2008 - 08.2012
Financial Analyst, Billing Analyst
Gevity/Trinet
09.2004 - 04.2008
High School Diploma -
Southeast High School
Associate of Arts - Psychology
State College of Florida
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